Mitch DeWitt
CFP®, MBA
Walkner Condon Financial Advisors
Financial Advisor
Mitch DeWitt
CFP®, MBA
Walkner Condon Financial Advisors
Financial Advisor
One of the things that I really value from my clients is when they give me feedback on something that we implemented as part of their plan when it actually comes to fruition. So usually, this is accomplishing some sort of goal – whether that’s putting their kids through college or on track for retirement – but when it actually gets to the point of realizing that goal and they tell me about it. - Mitch DeWitt, CFP®, MBA
Fee-Only financial planner located in Madison, WI, serving clients locally and across the country
Mitch DeWitt is a Madison, WI fee-only financial advisor serving clients locally and across the country. Walkner Condon Financial Advisors provides comprehensive financial planning to help high net worth individuals, business owners, ex-pats, and special needs individuals and families organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Mitchell DeWitt is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
A Certified Financial Planner™ – one of three CFP® professionals at Walkner Condon – Mitch DeWitt has been with the firm since 2018.
Prior to joining Walkner Condon, Mitch worked at Merrill Lynch as a Financial Advisor. As part of his transition to financial planning, Mitch pursued his MBA from the University of Wisconsin-Madison, a degree program he completed in 2018. Before Mitch entered the financial services industry, he utilized his B.S. degree in industrial and operations engineering – a degree he earned from the University of Michigan – at Rockwell Automation, where he spent four years.
Giving back is a core value for Mitch and his family, and he and his wife, Kaylee, are actively involved in their church. Mitch enjoys watching sports (primarily University of Michigan athletics, Go Blue!), golfing, and traveling with Kaylee. Last but certainly not least Mitch loves spending time with his two children, Avery and Maddox!
Mitch DeWitt is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Rooted in Madison's Monroe Street neighborhood, Walkner Condon Financial Advisors serve as financial guides for our clients, helping them look to their financial future with confidence and clarity. We have advisors who help clients in the Madison & Greater Dane County area, as well as a team of advisors who work with U.S. expats all over the globe. Our philosophy is built on transparency and the management of investment risk. We are a fee-only firm, meaning that we do not accept commissions from either investment or insurance companies. We are also fiduciaries for all of our clients.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Sustainable Investing
- Employee Equity Compensation
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- High Net Worth Individuals
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
-
Mitch DeWitt is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
-
Mitch DeWitt is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
-
Mitchell DeWitt is Quoted in US News and World Report: "Make the Most of a Small Investing Budget"
-
Mitchell DeWitt Contributes the Wisconsin Technology Council News: "Guest column: I just got laid off. What should I do?"
-
Mitchell DeWitt Discusses "Impact Investing and Sustainability in the Financial Industry" on the Forward, Sustainably Podcast
Contact Mitch DeWitt
Office Locations:
-
3418 Monroe St
Madison, WI 53711
